Dollars and Dumbbells - Profit and Wealth Tips for Online Health and Fitness Coaches

Justin Green, CFP®

I'm Justin Green — a CERTIFIED FINANCIAL PLANNER™ and founder of Assist Financial Planning. Each week, I share interviews & videos to help online coaches make better money decisions around topics such as cash flow, business finances, investing, taxes, estate planning, insurance, etc. Want to work together? I offer financial planning & investment management services. Learn more or schedule a call at assistfp.com. Disclaimers & disclosures available at the end of each episode.

  1. 12/17/2025

    Drop your ego to build a profitable and sustainable coaching business w/ Tim Walcott

    Want to work together? I offer financial planning & investment management services. Learn more or schedule a call at ⁠https://www.assistfp.com/⁠ In this conversation, Tim Walcott & Justin Green sit down to learn about Tim’s journey from in-person training to building a successful online coaching business. They discuss the misconceptions surrounding scaling in the coaching industry, and the importance of creating a profitable business model. Tim emphasizes the need for effective marketing strategies, the significance of systems and frameworks, and the value of visualizing success for clients. He also highlights the importance of understanding client assumptions and expectations, ultimately encouraging coaches to be deliberate in their business practices. Connect with me → ⁠https://www.instagram.com/justingreenfp⁠ Tim Walcott on IG → https://www.instagram.com/iamtimwalcott/ Key Takeaways Tim transitioned from in-person training to online coaching for greater flexibility.COVID-19 significantly impacted his business decisions and strategies.Scaling a business doesn't always mean increasing expenses; profitability is key.Many coaches chase revenue without considering their actual take-home profit.Building a personal brand is important, but systems and frameworks are essential.Visualizing success helps clients understand the process and outcomes.Coaches should clarify their methods to avoid client assumptions.Effective marketing involves demonstrating value rather than just selling oneself.Understanding client expectations can lead to better engagement and sales.Tim plans to leverage his personal brand for future business ventures.Chapters: 00:00 Introduction to Tim Walcott and His Journey 02:43 Transitioning from In-Person to Online Coaching 05:28 The Reality of Scaling a Coaching Business 08:44 Profitability vs. Revenue in Coaching 11:28 Future Plans and Wealth Building Strategies 16:01 Navigating Consumption and Implementation Phases 17:51 Understanding Unique Selling Propositions 19:31 Building a Personal Brand for Long-Term Success 21:34 Features vs. Benefits in Marketing 22:53 The Importance of Visualizing Outcomes 29:07 Demonstrating Your Process to Build Trust 33:09 Filling the Gaps in Client Assumptions _ _ Assist Financial Planning L.L.C. (“Assist FP”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial planner before making financial decisions.

    39 min
  2. 11/26/2025

    How to Build a Profitable Funnel for Online Coaches w/ Mike Crowson

    Want to work together? I offer financial planning & investment management services. Learn more or schedule a call at https://www.assistfp.com/ – In this conversation, Mike Crowson and Justin Green discuss the evolving nature of funnels in marketing, emphasizing the importance of conversation-based strategies over traditional application funnels. They explore the significance of data collection, the effectiveness of lead magnets, and the impact of personal branding. The discussion also highlights the advantages of text messaging in sales, the need for humanizing automation, and the importance of creating engaging content to foster conversations. Mike shares tactical strategies for fitness coaches and underscores the psychology behind selling, ultimately providing insights on building successful funnels in today's market. Connect with me → https://www.instagram.com/justingreenfp Mike Crowson on IG → https://www.instagram.com/mike_crowson/ Key Takeaways Funnels are not dead; they are evolving. A funnel is simply a way to guide someone from point A to point B. Conversations often lead to more successful outcomes than applications. Data collection is crucial for effective marketing strategies. Lead magnets should be compelling and relevant to attract potential clients. The title of a lead magnet can significantly impact its success. Personal branding is essential in today's market. Text messaging has a higher engagement rate than email. Humanizing automation can improve customer relationships. Creating engaging content can lead to more conversations and opportunities. Chapters 00:00 The Relevance of Funnels Today 02:46 Conversation-Based Funnels vs. Application Funnels 05:37 The Importance of Data Collection 08:33 Lead Magnets and Their Effectiveness 11:29 Crafting Compelling Titles for Lead Magnets 14:19 The Role of Text Messaging in Sales 17:10 Humanizing Automation in Communication 19:34 Effective Texting Strategies for Engagement 22:11 Narrowing Down Conversations with This or That Questions 26:03 Coffee Preferences and Customer Engagement 27:34 Navigating Social Media for Fitness Coaches 37:43 Funnel Optimization for Fitness Coaches 46:35 The Importance of Personal Branding _ _  Assist Financial Planning L.L.C. (“Assist FP”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial planner before making financial decisions.

    53 min
  3. 04/17/2025

    174 - Almost $500K in Revenue in First Year of Coaching w/ Ashley Schwartz

    In this conversation, Justin Green interviews Ashley Schwartz, founder of the Busy Mom Method, who shares her remarkable journey from a corporate career in oil and gas to becoming a successful fitness coach. Ashley discusses her impressive first-year revenue of nearly $500,000, the importance of mindset, and the strategies she employed to build her business. She emphasizes the significance of investing in coaching, finding the right clients, and creating a supportive team environment. Ashley also shares her vision for the future, including her desire to travel with her family and maintain a healthy work-life balance. Connect w/ Justin on Instagram Connect w/ Ashley on Instagram -- 00:00 From Corporate to Coaching: Ashley's Journey 03:06 Building a Business: The First Steps 05:55 Overcoming Imposter Syndrome and Finding Clients 08:49 Investing in Coaching: The Right Support Matters 11:55 Navigating Challenges: The Reality of Entrepreneurship 15:14 Finding Your Why: Aligning Business with Family Values 18:00 Scaling Up: The Transition to Full-Time Coaching 23:11 The Importance of Discipline and Consistency in Business 24:25 Building an Organic Following Before Running Ads 26:34 The Role of Accountability in Business Success 28:53 Scaling Up: Transitioning from Organic to Paid Leads 30:39 Building a Supportive Team for Sustainable Growth 32:46 Creating a Positive Work Environment for Coaches 34:12 Balancing Scarcity and Abundance Mindsets 37:20 The Journey to Financial Stability and Parenthood 41:52 Vision for the Future: Family, Travel, and Business Growth 47:06 Disclaimers

    47 min

Ratings & Reviews

5
out of 5
12 Ratings

About

I'm Justin Green — a CERTIFIED FINANCIAL PLANNER™ and founder of Assist Financial Planning. Each week, I share interviews & videos to help online coaches make better money decisions around topics such as cash flow, business finances, investing, taxes, estate planning, insurance, etc. Want to work together? I offer financial planning & investment management services. Learn more or schedule a call at assistfp.com. Disclaimers & disclosures available at the end of each episode.